The AI-Powered CSM

Courses · built for CSMs by a CSM

Three free AI courses for Customer Success Managers

Start with Foundation. It is the course. Advanced and Leaders are optional next steps, for if you want to go deeper or lead a team. Every course is free, runs in your browser and gives you a verifiable certificate when you pass.

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The AI-Powered CSM (Foundation)

Start here · 10 modules · about 2.5 hours

The complete course: how to use AI well and safely in your day-to-day CS work, from prompts to call prep to churn risk. If you only do one course, do this one. Each module uses real prompts and ends with a knowledge check.

  1. The AI mindset for CSMs
  2. Prompt engineering for CS work
  3. Choosing the right tool
  4. Data hygiene and AI safety
  5. Account intelligence and call prep
  6. Communication that lands
  7. Churn risk and health scoring
  8. Expansion and whitespace
  9. Building your AI operating system
  10. The human element

Start the Foundation course

Advanced AI for CS

After Foundation · 12 modules · pass mark 85%

The builder's course, for CSMs who have the basics and want to go deeper. You build a version of AI that works the way you do, custom assistants loaded with your own knowledge, a tested prompt library and a working CS agent. Everything is no-code or low-code.

  1. Stop using AI one chat at a time
  2. Turn your messy prompt folder into a real library
  3. Build a version of AI that works like you, part one
  4. Build a version of AI that works like you, part two
  5. Write instructions that actually hold up
  6. From an assistant that answers to an agent that acts
  7. Build a real CS agent from start to finish
  8. Judge AI output like an expert
  9. Join the pieces into something that runs itself
  10. Become the AI person for your whole company
  11. Keep what you built working, and defend it
  12. Turn what you built into real standing

Start the Advanced course

AI for CS Leaders

For team leads · 9 modules · pass mark 85%

A different job. For team leads, CS managers and heads of CS who have finished Foundation. How to take a whole team from scattered, nervous AI use to a way of working that is consistent, safe and measurable, and prove the value upward. You do not need to be technical.

  1. Your real job is not using AI, it is leading it
  2. Read what is really going on, including the shadow use
  3. The trust gap, and why your team is more nervous than you think
  4. Draw the line you can actually defend
  5. Get the whole team using it, not just the keen few
  6. Get consistent quality without crushing your people
  7. Prove the value in language your leadership respects
  8. Be ready for the governance question before it is asked
  9. Lead the change without losing the human core of the job

Start the Leaders course

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